At Summit Financial Wealth Advisors, we are united in our commitment to offering first-class service in a noncompetitive, collaborative environment. As a cohesive team, we bring together a vast amount of knowledge and diverse skills sets. We are a client-focused, goal-oriented group dedicated to helping you reach your financial goals.
While we focus on providing appropriate recommendations for you as you transition through each stage of life, we also share our financial knowledge along the way. We want you to understand what we recommend and why we recommend it with full transparency. Working together, we ensure that your financial decisions are consistent with your unique goals and adapted to changes along the way.
Our comprehensive approach incorporates our four pillars of service: 1) Building Wealth, 2) Protecting Family, 3) Maximizing Retirement and 4) Leaving a Legacy. Each pillar represents our commitment to helping you navigate the complexities of life and achieving your ultimate objectives.
Building on these four pillars, our team brings together your entire financial picture. We adhere to a long-term, conservative investment approach, guiding you in making financial decisions designed to help you build wealth and protect your assets. We incorporate appropriate cash flow strategies for your retirement while making recommendations for protecting your family not only throughout your lifetime but also during the lifetime of your loved ones for generations to come.
We are an independent firm and have a fiduciary duty to our clients. This means that with every decision or service we provide, we must always place the interest of you and your family first. Based on your risk tolerance and future goals, our team selects the appropriate financial strategies that aligns with your needs. We work collaboratively as a team and alongside your supporting advisors (CPA, attorney, etc.) to ensure that your goals are achieved in a seamless and efficient manner.
IntegrityWe strive to be good people who do the right thing. With a commitment to put you and your interests first, we dedicate our resources and tools to keep your goals aligned with your financial plan. As you walk the journey of life, we are walking right along with you, every step of the way.
TeamworkAt Summit, we all work for you! Our collaborative approach allows team members to develop specialties in many areas. As a result, when we come together, we are better prepared to handle the unique situations you may encounter. We all focus on ensuring you enjoy an excellent client experience.
Work EthicLike our clients, we are hard-working people. We have a personal perspective on wealth and the lack of wealth. Therefore, we have incorporated the values of hard work, discipline and responsibility into our personal and professional lives.